Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,992 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,147
shares
|
$361,706
0.36% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,146
shares
|
$361,391
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,145
shares
|
$361,075
0.08% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,141
shares
|
$359,814
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
1,136
shares
|
$358,237
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
1,131
shares
|
$356,660
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
1,129
shares
|
$356,030
0.07% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,127
shares
|
$355,399
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,122
shares
|
$353,822
0.17% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,121
shares
|
$353,507
0.06% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,121
shares
|
$353,507
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
1,119
shares
|
$352,876
0.03% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,118
shares
|
$352,561
0.02% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,117
shares
|
$352,245
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
1,117
shares
|
$352,245
0.32% of portfolio
|
Q1 2025
Reduced 31.77%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,116
shares
|
$351,930
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
1,115
shares
|
$351,615
0.2% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,115
shares
|
$351,615
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
1,114
shares
|
$351,299
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
1,111
shares
|
$350,353
0.01% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
1,111
shares
|
$350,353
0.29% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,107
shares
|
$349,092
0.05% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,107
shares
|
$349,092
0.14% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,105
shares
|
$348,461
0.02% of portfolio
|
Q3 2023
Reduced 83.68%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,102
shares
|
$347,515
0.23% of portfolio
|
Q1 2025
New holding
|